5.6.5 Using Household Tab

This section describes the concept of the Household tab and how to use this.

About Household Tab

The Household tab allows you to perform a detailed analysis of household associated with the case to determine the case resolution. The Household tab has the following sections:

• Household List: details the list of households associated with the selected case.
• Household Details: furnishes the complete information of the selected household.

The following tasks are performed using the Household tab:

• View and analyze the list of household associated with the case
• Associate new households with the case
• Disassociate or modify existing household
• View and analyze complete details of each household
• Retrieve the latest households details in Current Information window
• Add and modify account associated with the household

Managing Household List

The Household List section allows you to view the list of households associated with the selected case. You can also perform the following activities:

• Adding, modifying, and removing households. For more information, see Managing Business Entity List.
• Viewing current information of households. For more information, see Designating as Involved Party.

Managing Household Details

This section allows you to view and analyze the complete details of the selected household. You can add and remove accounts related to households.

Viewing Household Details

This section displays detailed information of the selected household. You can view the following information:

• Balances: Household net worth, cash/money market fund, and so on.
• Equities: Equity market value short, low-priced equity balance, and so on.
• Concentration: High concentrated security, short position high concentration security and so on.

You can modify household details. For more information, see Managing Business Entity List.

Managing Account

This section displays the list of all accounts that are associated with the household. You can associate additional accounts to the household and remove the existing accounts.

Note:

Only those accounts that are part of the case and are available in the Account tab of the case can be associated with the household. To associate new accounts to the household for the current case, then they should be added to the case through Add action in the list of business entities section of the Account tab. For more information, see Managing Business Entity List.

To add and remove an account, see Managing Business Entity Records.